Ezekia

You can import from either CSV or standard Excel files. The spreadsheet import process can now populate people, assignments, financial and company records, ...

Migrations are usually handled by our Migrations team.  The normal procedure is for you to obtain an extract of your current system and send it to us.  We w...

It is likely that the emails are being treated as spam by the recipient email system and are either in a junk folder or have been blocked altogether. As...

Zapier is a third party integration platform that lets you connect any application that is integrated with it, with any other application that is integrate...

Outlook and iPhone contacts are separate by default.  There is an option within your account settings for Outlook that allows you to sync all your Outlook c...

Shared mailboxes are not supported by default. It is possible for your Exchange admin to make a shared mailbox available.  Here is a link to the article t...

Warning: These credentials allow API developers (or platforms such as Sourcewhale, Quil, Hirelogic, Metaview and Carv) to connect their code with your E...

Industries can be added, but not updated or amended.  You need to contact support@ezekia.com and request a spreadsheet of your firm's industries or job...

The Zapier/Ezekia method ‘Find Custom Field Values’ gives you all the custom values for the record involved, however the required value is difficult to ext...

  You can use AI creative assistance when writing emails or notes in Ezekia using 'Open AI', to augment your records with data from the internet, o...